Anic Equity¶
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Total return since start: 0.691 %¶
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Equity now: -----------------------------> 51642.0 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48442.94 Kr¶
PnL: ---------------------------------------> -644.63 Kr¶
DD now: ---------------------------------> -0.582 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 16:40:15.946353'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | -0.920000 | 774.800000 | 101.800000 | 15.130000 | 673.000000 |
| Fasadgruppen Group | 38 | 2.590000 | 4218.000000 | 77.000000 | 1.860000 | 4140.999992 |
| Nordea Bank Abp | 29 | -0.210000 | 3527.560000 | 73.560000 | 2.130000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| HEBA B | 70 | -1.670000 | 2677.500000 | 41.500000 | 1.570000 | 2636.000010 |
| SAAB B | 8 | -0.330000 | 3416.000000 | 39.000000 | 1.150000 | 3377.000000 |
| Swedbank A | 3 | 1.830000 | 601.800000 | 37.800000 | 6.700000 | 564.000000 |
| Resurs Holding | 22 | 0.330000 | 610.940000 | 36.940000 | 6.440000 | 573.999998 |
| AcadeMedia | 12 | -0.360000 | 592.320000 | 35.320000 | 6.340000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.730000 | 380.300000 | 25.300000 | 7.130000 | 355.000000 |
| Norva24 Group | 16 | 1.440000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | 0.330000 | 541.200000 | 14.200000 | 2.690000 | 527.000000 |
| OEM International B | 7 | -1.280000 | 541.800000 | 13.800000 | 2.610000 | 527.999997 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Karnov Group | 9 | -0.500000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Creaspac SPAC | 6 | -0.100000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.600000 | 534.400000 | 2.400000 | 0.450000 | 532.000000 |
| Securitas B | 6 | -1.200000 | 572.160000 | 2.160000 | 0.380000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 246.240000 | 0.240000 | 0.100000 | 246.000000 |
| Handelsbanken A | 5 | 0.410000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Midsona B | 63 | -3.600000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Corem Property Group B | 59 | -2.490000 | 566.990000 | -10.010000 | -1.730000 | 576.999999 |
| Sampo Oyj SDB | 7 | 0.180000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| Boozt | 12 | -0.730000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| Essity B | 2 | -0.690000 | 546.200000 | -27.800000 | -4.840000 | 574.000000 |
| CTEK | 13 | -1.210000 | 500.370000 | -33.630000 | -6.300000 | 533.999999 |
| International Petroleum Corp. | 5 | -1.750000 | 560.500000 | -34.070000 | -5.730000 | 594.565215 |
| Vivesto | 1368 | -1.200000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| Essity A | 4 | -1.080000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.420000 | 2997.000000 | -87.000000 | -2.820000 | 3083.999994 |
| OX2 | 22 | -0.740000 | 1768.800000 | -220.200000 | -11.070000 | 1989.000002 |
| Axfood | 15 | 0.410000 | 4062.000000 | -238.000000 | -5.530000 | 4300.000005 |
| Ovzon | 64 | -3.330000 | 3340.800000 | -655.200000 | -16.400000 | 3996.000000 |
| TOTAL | 48442.940000 | -644.630000 | -0.58212% | 49087.564636 |
Updated:¶
'2023-01-31 16:40:29.142881'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
